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RAM Investment Partners

Latest statistics and disclosures from RAM Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are Dimensional Etf Trust, DFAI, CORP, MSFT, DFAE, and represent 57.60% of RAM Investment Partners's stock portfolio.
Added to shares of these 10 stocks: DFAR (+$36M), CORP (+$6.8M), DFSV, DUHP, AVGO, VOOG, IVV, VOO, AAPL, TMUS.
Started 19 new stock positions in ITOT, VB, XOM, TMUS, FNDF, CVX, IJH, VOOG, AOM, FNDX. DFSV, AMGN, CTAS, SCHA, BSV, DUHP, DFAR, SCHG, T.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$38M), DFNM (-$11M), MSFT, Dimensional Etf Trust, Dimensional Etf Trust, DFSD, Dimensional Etf Trust, MUB, GOOG, .
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, MUB, SPCX, DON.
RAM Investment Partners was a net seller of stock by $-4.0M.
RAM Investment Partners has $631M in assets under management (AUM), dropping by 0.90%.
Central Index Key (CIK): 0001989672

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Portfolio Holdings for RAM Investment Partners

RAM Investment Partners holds 139 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf	18.8	$119M		2.7M	44.45	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.8	$81M		1.9M	41.43	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	9.2	$58M	+13%	635k	91.80	View chart
Microsoft Corporation (MSFT)	8.4	$53M	-8%	104k	512.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	8.3	$52M		1.3M	39.31	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	7.0	$44M	-5%	955k	46.47	View chart
Dfa Invt Dimensions Group In Real Estate Secu (DFAR)	5.6	$36M	NEW	1.5M	24.16	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.5	$16M	-40%	345k	46.03	View chart
Amazon (AMZN)	1.7	$11M	-3%	43k	249.15	View chart
NVIDIA Corporation (NVDA)	1.6	$10M		45k	228.38	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$7.0M	+8%	149k	47.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$6.6M	-6%	19k	340.74	View chart
Apple (AAPL)	1.0	$6.5M	+13%	20k	333.02	View chart
Dimensional Etf Trust International (DFSI)	1.0	$6.5M		143k	45.17	View chart
Costco Wholesale Corporation (COST)	1.0	$6.2M	-5%	6.8k	910.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$5.5M		150k	37.02	View chart
Broadcom (AVGO)	0.7	$4.6M	+52%	13k	351.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$4.6M	+29%	6.0k	765.91	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.6	$4.0M	+4%	82k	48.35	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.6	$3.9M	+9%	48k	83.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$3.8M	+14%	89k	43.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$3.8M		77k	49.22	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	0.6	$3.7M	NEW	98k	37.47	View chart
Lam Research Corp Com New (LRCX)	0.5	$3.3M	+2%	10k	328.52	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$3.1M	-3%	24k	128.09	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.5	$2.9M	-4%	59k	49.55	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.5	$2.9M	NEW	69k	41.91	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$2.5M		75k	33.69	View chart
Oracle Corporation (ORCL)	0.4	$2.5M	-6%	18k	137.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$2.4M	+5%	27k	90.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.2M		6.5k	344.06	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	-12%	3.1k	725.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.1M	+58%	3.0k	700.82	View chart
Roblox Corp Cl A (RBLX)	0.3	$1.9M		45k	42.37	View chart
Paccar (PCAR)	0.3	$1.7M		16k	109.81	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$1.7M	+4%	4.4k	374.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.6M	+38%	23k	70.61	View chart
Abbvie (ABBV)	0.2	$1.6M		6.0k	261.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$1.5M	-7%	28k	55.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.5M	+11%	16k	94.02	View chart
Tesla Motors (TSLA)	0.2	$1.3M		3.7k	354.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$1.2M	NEW	15k	85.48	View chart
Danaher Corporation (DHR)	0.2	$1.2M		5.5k	221.55	View chart
Applied Materials (AMAT)	0.2	$1.2M		2.3k	511.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M		9.0k	125.67	View chart
Porch Group (PRCH)	0.2	$1.1M	-16%	67k	16.66	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M	+18%	1.8k	611.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.1M		1.4k	762.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M		2.0k	497.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$932k		6.1k	151.58	View chart
Visa Com Cl A (V)	0.1	$925k		2.6k	359.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$867k	+9%	16k	55.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$838k	+7%	1.1k	739.80	View chart
Dell Technologies CL C (DELL)	0.1	$824k	+4%	1.5k	537.95	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$788k		8.7k	90.11	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$780k	+5%	9.5k	82.31	View chart
Johnson & Johnson (JNJ)	0.1	$769k		2.9k	264.78	View chart
Micron Technology (MU)	0.1	$764k	+3%	717.00	1065.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$750k		8.8k	84.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$731k	+139%	24k	30.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$689k		6.1k	113.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$661k		4.9k	135.54	View chart
Dimensional Etf Trust Us Targeted Vlu	0.1	$643k		9.7k	66.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$614k	+5%	1.1k	551.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$586k		1.8k	330.75	View chart
Metropcs Communications (TMUS)	0.1	$583k	NEW	3.6k	163.09	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$498k	-38%	11k	47.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$497k	+315%	1.9k	264.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$493k	NEW	3.0k	166.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$461k	NEW	6.0k	76.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$458k	+32%	7.7k	59.31	View chart
salesforce (CRM)	0.1	$458k	+3%	2.0k	229.54	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$454k		5.8k	78.41	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$444k		6.7k	66.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$430k	+3%	2.3k	187.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$430k	+85%	3.2k	136.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$428k	NEW	14k	31.47	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$428k	+24%	5.3k	81.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$415k		2.6k	157.84	View chart
Goldman Sachs (GS)	0.1	$414k	+2%	460.00	900.36	View chart
Nurix Therapeutics (NRIX)	0.1	$410k		17k	23.71	View chart
Netflix (NFLX)	0.1	$409k		5.9k	69.58	View chart
Starbucks Corporation (SBUX)	0.1	$390k		4.2k	93.95	View chart
Caterpillar (CAT)	0.1	$380k	+94%	469.00	810.79	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$376k		4.0k	94.99	View chart
Marriott Intl Cl A (MAR)	0.1	$371k		1.0k	355.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$369k		4.8k	77.26	View chart
Cisco Systems (CSCO)	0.1	$365k		3.4k	107.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$360k	+14%	3.5k	103.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$356k		1.6k	222.24	View chart
Abbott Laboratories (ABT)	0.1	$353k	+6%	3.6k	98.83	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$352k	-13%	5.6k	63.13	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$350k	+38%	8.7k	40.17	View chart
Charles Schwab Corporation (SCHW)	0.1	$349k		3.6k	97.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$348k		836.00	416.13	View chart
Eli Lilly & Co. (LLY)	0.1	$341k	+4%	295.00	1155.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$336k		4.8k	70.15	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$324k		1.1k	289.66	View chart
Wal-Mart Stores (WMT)	0.1	$319k	+3%	3.1k	103.92	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$313k		1.4k	216.10	View chart
Wells Fargo & Company (WFC)	0.0	$311k		3.9k	80.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$311k	+5%	681.00	456.19	View chart
Thermo Fisher Scientific (TMO)	0.0	$304k	+4%	450.00	674.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.0	$295k	+24%	7.0k	42.40	View chart
Western Digital (WDC)	0.0	$291k	+99%	640.00	454.46	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.0	$285k	NEW	1.8k	162.74	View chart
Waste Management (WM)	0.0	$280k	+4%	1.4k	203.92	View chart
Intel Corporation (INTC)	0.0	$279k	+7%	2.3k	120.23	View chart
UnitedHealth (UNH)	0.0	$277k	+6%	755.00	366.94	View chart
Expeditors International of Washington (EXPD)	0.0	$272k		1.5k	184.64	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$271k	-19%	3.5k	77.21	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$269k		2.9k	93.89	View chart
Bank of America Corporation (BAC)	0.0	$268k	+2%	4.9k	54.43	View chart
CSX Corporation (CSX)	0.0	$265k		5.7k	46.51	View chart
Chevron Corporation (CVX)	0.0	$259k	NEW	1.3k	204.15	View chart
Dimensional Etf Trust Us Small Cap Etf	0.0	$259k		3.3k	77.41	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$254k	NEW	5.2k	48.74	View chart
Merck & Co (MRK)	0.0	$250k	+4%	1.7k	145.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$244k	NEW	3.4k	71.95	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$242k		6.0k	40.38	View chart
Amgen (AMGN)	0.0	$240k	NEW	570.00	421.51	View chart
Raytheon Technologies Corp (RTX)	0.0	$239k	+6%	1.3k	185.65	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$236k		1.0k	230.97	View chart
American Express Company (AXP)	0.0	$231k	+2%	759.00	304.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$226k	+2%	1.1k	208.02	View chart
Ge Aerospace Com New (GE)	0.0	$225k	+5%	720.00	312.42	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$223k	+11%	123.00	1811.67	View chart
Cintas Corporation (CTAS)	0.0	$221k	NEW	1.1k	195.06	View chart
Kla Corp Com New (KLAC)	0.0	$219k	+285%	1.1k	194.96	View chart
At&t (T)	0.0	$219k	NEW	9.0k	24.40	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$215k	+5%	327.00	657.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$214k		925.00	231.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$211k	NEW	6.5k	32.63	View chart
Colgate-Palmolive Company (CL)	0.0	$210k		2.5k	85.33	View chart
Union Pacific Corporation (UNP)	0.0	$205k	+2%	754.00	272.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$204k	NEW	5.7k	35.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$204k	NEW	3.8k	53.75	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$201k	NEW	706.00	284.49	View chart
Endava Ads (DAVA)	0.0	$48k		27k	1.79	View chart

Past Filings by RAM Investment Partners

SEC 13F filings are viewable for RAM Investment Partners going back to 2023

RAM Investment Partners 2026 Q3 filed Oct. 21, 2026
RAM Investment Partners 2026 Q2 filed July 29, 2026
RAM Investment Partners 2026 Q1 filed May 4, 2026
RAM Investment Partners 2025 Q4 filed Feb. 12, 2026
RAM Investment Partners 2025 Q3 filed Nov. 3, 2025
RAM Investment Partners 2025 Q2 filed Aug. 8, 2025
RAM Investment Partners 2025 Q1 filed April 23, 2025
RAM Investment Partners 2024 Q4 filed Jan. 28, 2025
RAM Investment Partners 2024 Q3 filed Oct. 22, 2024
RAM Investment Partners 2024 Q2 filed July 29, 2024
RAM Investment Partners 2024 Q1 filed April 29, 2024
RAM Investment Partners 2023 Q4 filed Jan. 8, 2024
RAM Investment Partners 2023 Q3 filed Oct. 13, 2023
RAM Investment Partners 2022 Q4 filed Aug. 14, 2023
RAM Investment Partners 2023 Q1 filed Aug. 14, 2023
RAM Investment Partners 2023 Q2 filed Aug. 14, 2023

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